William E. Fingland Jr., managing partner of BKD, LLP, announced Joplin Partner Lisa G. Workman has been appointed as firmwide director of tax services. Only the third person in BKD history to hold this post, she succeeds S. Richard Royster who retired in May 2006.
Workman will target her leadership skills on developing opportunities to increase the depth and breadth of services. She also will build on the foundation established for the firm's tax professionals in delivering unmatched client service.
Tax comprises 32 percent of the firm's mix of business services, the second largest segment after assurance and accounting outsourcing. BKD is ranked today among the 10 largest CPA and advisory firms in the country with $287 million in annual revenues and more than 1,600 personnel, including approximately 220 partners, in 27 offices within 11 states.
"I look forward to working with our seasoned tax professionals across the firm," Workman said. "We have an exceptional talent pool, and I'm excited about the opportunity to further develop our professional team as we continue to bring top-notch tax solutions to our clients."
As former firmwide associate director of tax services for two and a half years at BKD's Springfield headquarters, Workman brings more than 18 years of experience providing tax consulting services for businesses and individuals. Before her current move to administration, she served on BKD's WealthPlan services team in the Joplin office.
"I'm delighted to welcome Lisa back to our headquarters-it's a 'homecoming' of sorts," said Fingland. "She'll be part of the administrative team as we acclimate to our newly appointed managing partner, Neal Spencer, who assumes that role June 1. We are confident she will facilitate delivery of tax strategies and solutions to help meet changing client needs as well as growing the tax practice."
The firm's overall tax practice is divided into two broad categories, business tax and WealthPlan, including individual taxation. Tax services span estate and retirement planning, real estate cost segregation, state and local taxes, international tax services, research and development credits, business structuring and compliance. BKD's first tax director, Steven M. Bullard, held the position for 17 years beginning in 1986.
Workman is a 1990 graduate of Missouri Southern State University, Joplin, with a B.S. degree in accounting and a 1998 graduate of the University of Tulsa, Oklahoma, with an M.S. degree in taxation. She is a member of the American Institute of Certified Public Accountants and Missouri Society of Certified Public Accountants. An active member in the community, she has served as a board member with the Joplin Area Chamber of Commerce and Southwest Missouri Estate Planning Council.